United Mine Workers Of America 1985 Construction Workers Pension Plan — Form 5500 plan (Board Of Trustees Of The Umwa 1985 Construction Workers)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, United Mine Workers Of America 1985 Construction Workers Pension Plan is a benefit plan reported by Board Of Trustees Of The Umwa 1985 Construction Workers under EIN 52-6283006 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,387 participants and $447,078,317 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Umwa 1985 Construction Workers
- EIN
- 52-6283006
- Plan number
- 001
- Plan type
- 1
- Location
- Wheeling, WV
- Latest filing year
- 2023
- Participants
- 2,387
- End-of-year plan assets
- $447,078,317
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,387 | H, C | 20250319103233NAL0003460499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $447,078,317
- Total liabilities (EOY)
- $668,333
- Net assets (EOY)
- $446,409,984
- Net assets (BOY)
- $431,239,951
Income & contributions
- Total income / additions
- $37,442,617
Expenses & distributions
- Benefits paid
- $19,960,258
- Administrative expenses
- $2,312,326
- Total expenses
- $22,272,584
- Net increase / (decrease)
- $15,170,033
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Columbia Threadneedle Investments | NONE | $160,777 | $134,431 | 2023 |
| American Realty Advisors | NONE | $243,565 | not reported in the loaded dataset | 2023 |
| The Health Plan | NONE | $214,200 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $209,375 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $191,771 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $182,321 | $0 | 2023 |
| Slevin & Hart Pc | NONE | $129,059 | not reported in the loaded dataset | 2023 |
| Systematic Financial Management Lp | NONE | $123,036 | $763 | 2023 |
| Riverbridge Partners | NONE | $115,606 | $0 | 2023 |
| Northern Trust Company | NONE | $97,357 | $0 | 2023 |
| Loomis Sayles | NONE | $76,842 | not reported in the loaded dataset | 2023 |
| Wellington Capital Management | NONE | $68,029 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $54,000 | not reported in the loaded dataset | 2023 |
| Cheiron | NONE | $46,705 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $43,071 | $0 | 2023 |
| Centurion Insurance | NONE | $35,929 | $0 | 2023 |
| Donald Barnett | TRUSTEE | $35,000 | not reported in the loaded dataset | 2023 |
| William Howe | TRUSTEE | $35,000 | not reported in the loaded dataset | 2023 |
| Fred Marx | TRUSTEE | $35,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Umwa 1985 Construction Workers
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Wheeling, WV
- Columbia Threadneedle Investments — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- The Health Plan — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Pimco — Schedule C compensation
- Slevin & Hart Pc — Schedule C compensation
- Systematic Financial Management Lp — Schedule C compensation
- Riverbridge Partners — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Wellington Capital Management — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Cheiron — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Centurion Insurance — Schedule C compensation
- Donald Barnett — Schedule C compensation
- William Howe — Schedule C compensation
- Fred Marx — Schedule C compensation